Filed April 12, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $13,740 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,234 | $63,924-7.3% | $108,579-45.4% | $55,167+7.4% |
| Participation rate | 95.7% | 74.3%+21.4pp | 79.6%+16.2pp | 69.0%+26.7pp |
| Annual return | 6.24% | 15.31%-9.1pp | -51.70%+57.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $832 | $1,879-55.7% | $3,758-77.9% | $1,963-57.6% |
| Participant deferral / active EE | $2,293 | $3,067-25.2% | $4,311-46.8% | $3,054-24.9% |
| Admin fee / account holder | $72 | $618-88.4% | $7,645-99.1% | $504-85.8% |